Sam joined Walshs as an SMSF Accountant in 2024 and has worked in the Self-Managed Super Fund field since 2018. Sam has a strong focus on delivering positive outcomes for clients and is committed to keeping at the forefront of SMSF compliance and strategy.

Currently, Sam holds a Bachelor of Commerce, Bachelor of Economics and is a member of Chartered Accountants Australia and New Zealand

Sandra has over 25 years’ experience in the taxation field and has been at Walshs Practice since 2001.

Sandra’s qualifications include:
– Chartered Accountants Australia & New Zealand (CA ANZ), Graduate Diploma in Advance Accounting (Queensland University of Technology), Bachelor of Business (Accountancy) (Queensland University of Technology)

She specialises in providing accounting and taxation services to taxpayers, including employees, investors and retirees and small business clients operating as sole traders, companies, trusts and partnerships. She also plays an integral part in the training and mentoring of our junior staff.

Sarina has worked as a bookkeeper for over 6 years, and she joined the Walshs team in 2018. Sarina is very focused on client service and attention to detail.

She holds a Certificate IV in Bookkeeping.

Shamien started with Walshs in 2024.

Shamien holds a bachelor’s degree in commerce, majoring in accounting from the University of Queensland and aspires to commence Chartered Accountant (CA) study within the coming months.

Simon Farmer has been a dedicated Financial Adviser since 2001 and has served as the Managing Director and founding partner of Walshs Financial Planning since 2006. In his role, Simon oversees the firm’s most senior financial planning clients, leveraging his thorough understanding of all investment asset classes, superannuation, personal insurances, family trusts, and business entities.

Simon is a recognised speaker on financial matters, frequently presenting for the Royal Australian College of Surgeons and various other medical associations. His educational background includes a Bachelor of Business, an Advanced Diploma in Financial Planning, and is a Certified Financial Planner (CFP). Additionally, Simon is an SMSF accredited adviser and has earned a Certificate IV in Mortgage Broking.

Simon shows the utmost dedication to ensuring the financial well-being of his clients and takes great pride in providing comprehensive care. He upholds the highest standards in his practice, and his commitment to exceptional service is unwavering.

Sophie started at Walshs in January 2024 as an Administration Assistant in the Corporate Secretarial team.

With a previous background in hospitality, she takes pride in her attention to detail and time management skills.

Sophie is a committed team player and enjoys assisting the corporate secretarial team with providing clients a positive and professional experience.

Sophie joined the Walshs team in 2019 commencing as an administrator within the administration team. Sophie has since moved into Client Service Coordinator roles for the Wealth Health and Private Practice Teams. Sophie is now P.A. to Hugh Walsh. Sophie brings with 7 years of client service experience and knowledge to her role.

Having a wealth of experience dealing with taxation, financial statements, GST, tax planning, SMSF, structures and ATO compliance, Stewart’s aim is to help his clients become financially independent. There are many facets that come together to help clients achieve this and there is no blanket approach that works for everyone. Stewart fully evaluates the situation, the needs and requirements along with the clients’ priorities to formulate an appropriate action plan not only short term but also long term. Stewart works with professionals that have or are about to embark on entering into a new phase of their career where the use of the most appropriate tax structure is crucial.

Stewart holds a Bachelor of Commerce, Bachelor of Physical Education, Certificate IV in Finance and Mortgage Broking, is a Chartered Taxation Advisor and is a member of the Institute of Chartered Accountants Australia and New Zealand.